Clients can become emotional and want to make decisions based on what’s happening in the economy. A Top of the Table member talks about how he focuses clients on being positioned to win in all financial markets and economic climates.

What can you gain by going beyond your comfort zone?

Try these ideas to use AI to save time with writing client letters and to study for exams. 

Michelle Yeoh shares how she helps her clients explore the emotional side of passing down wealth. She delves into how she gets her clients to open up to her which in turn informs their decision for distribution of wealth. 

Would you ever do something that you expected to fail, just as a way of teaching yourself that rejection is not something to fear? In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the logic, options and potential benefits behind this approach of turning discomfort into confidence.